13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002110608
Total reported value
$146.9M
$146.9M
15 檔
66.0%
In Q4 2025, Mueller Wealth, LLC's U.S. equity holdings reached a combined market value of $146.9M, distributed across 15 disclosed stock positions.
During Q4 2025, Mueller Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 30.26% | +0.66% | — | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 16.23% | -1.03% | — | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 12.95% | +0.75% | — | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 11.15% | -0.89% | — | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.65% | -0.55% | — | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.76% | -0.11% | — | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.25% | +0.19% | — | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.36% | +0.22% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.02% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.01% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | — | |
| 12 | BFC | Bank First CORP | Stock-Other | 0.23% | -0.03% | — | |
| 13 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.13% | -0.01% | — | |
| 14 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.13% | -0.01% | — | |
| 15 | BTZ | Blackrock Credit Allocation | Stock-Other | 0.13% | -0.01% | — |
According to official SEC Form 13F filings, Mueller Wealth, LLC reported a total U.S. public equity portfolio value of $146.9M across 15 disclosed positions in Q4 2025.
During Q4 2025, Mueller Wealth, LLC's top holdings by market value included SPYM (30.3%)、SPAB (16.2%)、SPTM (12.9%). The largest single position, SPYM, represented 30.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPAB, SPTM) accounted for 66.0% of total reported equity market value during Q4 2025.
In Q4 2025, Mueller Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.